1. How to Install Taskfeed

Ready to Install Taskfeed?

Taskfeed is available from the AppExchange, where you can take a Test Drive, or your Salesforce Administrator can install Taskfeed in a Sandbox environment to start a trial or into a Production Environment.

During your trial, you can grant access to up to 15 users in your Org by giving them one of the Taskfeed Permission Sets available. If you need more than 15 users, just ask us!

Can't Install Taskfeed?

Deployment in Production Environments

If you started the trial in a Production environment, after 14 days access to Taskfeed is suspended until licenses are purchased and reactivated. All data previously created in Taskfeed is saved and will be accessible once Taskfeed is reactivated.

If you installed Taskfeed in a Sandbox first and would like to now deploy it in your Production environment, follow the steps above to install Taskfeed separately in your Production Org.

If you’ve made customizations to Taskfeed in a Sandbox during your trial, you can migrate metadata configurations using change sets from one Org to another. Other customizations, such as Task Templates, will need to be migrated manually.